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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,272 | $75,962-6.2% | $154,111-53.8% | $64,173+11.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.57% | 30.32%-35.9pp | 735.18%-740.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $3,769 | $3,350+12.5% | $5,298-28.9% | $2,381+58.3% |
| Participant deferral / active EE | $3,389 | $3,175+6.8% | $5,081-33.3% | $3,470-2.3% |
| Admin fee / account holder | $130 | $5,589-97.7% | $13,411-99.0% | $4,887-97.3% |